See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,585 | $75,828-78.1% | $147,614-88.8% | $59,632-72.2% |
| Participation rate | 62.2% | 71.6%-9.3pp | 84.6%-22.4pp | 68.7%-6.4pp |
| Annual return | -3.84% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $310 | $3,485-91.1% | $5,564-94.4% | $2,203-85.9% |
| Participant deferral / active EE | $1,526 | $3,130-51.3% | $4,895-68.8% | $3,192-52.2% |
| Admin fee / account holder | $946 | $5,985-84.2% | $11,611-91.9% | $4,297-78.0% |